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SpaceX And Blue Origin Battle For Data Centers In Space
AI data center?
Space startups and AI firms are teaming up to build AI data centers in orbit that can beam computing power back to systems on Earth.
Why It Flies: For AI systems to work, they need a lot of energy… which is why data centers are being built at a record clip, nuclear plants are being reactivated, and the energy market is exploding in demand. By building data centers in orbit, companies hope to tap the limitless power of the sun to offset costs and alleviate grid strain.
Behind The Plans: Earth’s orbit is about to get crowded, per The WSJ.
Blue Origin has been working for over a year on tech to deploy data centers in orbit.
SpaceX is planning to update Starlink satellites to carry “AI computing payloads.”
IBM recently launched a prototype satellite with Axiom Space back in August.
Google is collabing with Planet Labs on a launch in 2027 to test two satellites in space carrying its AI chips.
OpenAI has considered acquiring a rocket company, exploring a deal for Stoke Space.
Final Payload: There’s a wrinkle to everyone’s plan, however — no one actually knows how to pull it off at scale. That includes how many satellites will need to be deployed to match the power generation of one on-the-ground data center, the cost of launching all those bad boys into orbit to begin with, and how to manage the harsh conditions they’ll face (solar radiation, temperature, etc.). And then there’s the most crucial question: how do you send back all that accumulated processing power to Earth at scale?
With trillions of dollars potentially at stake, expect companies to spend big to figure out the answers.
Next Launch: With so many satellites heading to orbit, “satellite-traffic control” could become one of the most pressing challenges for space agencies worldwide.
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Today’s email was written by David Vendrell.
Edited by Nick Comney. Polled and Copy-edited by Kait Cunniff.
Published by Darline Salazar.